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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,360 | $87,132+40.4% | $105,624+15.8% | $80,959+51.1% |
| Participation rate | 73.9% | 70.4%+3.5pp | 75.3%-1.4pp | 67.7%+6.2pp |
| Annual return | 15.19% | 17.03%-1.8pp | 116.20%-101.0pp | 35.67%-20.5pp |
| Employer contribution / active EE | $1,129 | $2,397-52.9% | $3,168-64.3% | $2,757-59.0% |
| Participant deferral / active EE | $3,858 | $3,985-3.2% | $5,013-23.0% | $4,300-10.3% |
| Admin fee / account holder | $9,929 | $8,449+17.5% | $10,961-9.4% | $6,925+43.4% |